Connecticut Wealth Management, LLC

Position in WASH — Washington Trust Bancorp Inc

CIK 1689829 FARMINGTON, CT

Position in WASH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$241,315

+$19,978 QoQ

Shares Held

6,615

0.0% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#109

of 177 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,644,310 across 4 Banks - Regional names. WASH ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	7,644	$1,819,348
2	AUB	Atlantic Union Bankshares Corp	30,231	$1,279,073
3	PNC	Pnc Financial Services Group, Inc.	1,237	$304,574
4	WASH	Washington Trust Bancorp Inc This page	6,615	$241,315

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,315	6,615	0.0%	Shares	Sole	2026-07-29
2026-03-31	$221,337	6,615	0.0%	Shares	Sole	2026-05-01
2025-03-31	$204,138	6,615	0.0%	Shares	Sole	2025-05-15
2024-12-31	$207,380	6,615	0.0%	Shares	Sole	2025-02-18
2024-09-30	$213,069	6,615	0.0%	Shares	Sole	2024-11-13
2023-12-31	$214,193	6,615	-17.8%	Shares	Sole	2024-02-06
2023-09-30	$211,772	8,043	0.0%	Shares	Sole	2023-10-19
2023-06-30	$215,632	8,043	-0.1%	Shares	Sole	2023-07-25
2023-03-31	$279,151	8,054	0.0%	Shares	Sole	2023-04-18
2022-12-31	$379,987	8,054	+21.8%	Shares	Sole	2023-01-17
2022-09-30	$307,465	6,615	0.0%	Shares	Sole	2022-11-02
2022-06-30	$319,967	6,615	0.0%	Shares	Sole	2022-07-12
2022-03-31	$347,287	6,615	0.0%	Shares	Sole	2022-04-18
2021-12-31	$372,887	6,615	0.0%	Shares	Sole	2022-01-24
2021-09-30	$350,462	6,615	0.0%	Shares	Sole	2021-11-02
2021-06-30	$339,680	6,615	0.0%	Shares	Sole	2021-07-29
2021-03-31	$341,532	6,615	0.0%	Shares	Sole	2021-05-12
2020-12-31	$296,352	6,615	0.0%	Shares	Sole	2021-01-29
2020-09-30	$202,815	6,615	0.0%	Shares	Sole	2020-10-13
2020-06-30	$216,641	6,615	0.0%	Shares	Sole	2020-07-14
2020-03-31	$241,844	6,615	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.